| Mobile Web

Tech Insight: Ambitious scenarios from the great unbundling of intelligence

Foundation Capital partner Jaya Gupta (자야 굽타) says large language models have bundled many functions into a single model, but that bundling is beginning to unwind. She describes a “great unbundling of intelligence” driven by differences in compute needs, performance, latency and cost across capabilities. Gupta says agents amplify the impact of small cost and latency gaps across many steps. She argues judgement models, rerankers and separate search services can replace expensive general models for routine work.